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Clarity Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Clarity Asset Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-89
Closed -$58.1K – 172
2026
Q1 		$58.1K Buy
89
+35
+65% +$23.9K 0.03% 122
2025
Q4 		$36.8K Sell
54
-233
-81% -$158K 0.02% 110
2025
Q3 		$192K Sell
287
-195
-40% -$126K 0.11% 39
2025
Q2 		$299K Buy
482
+133
+38% +$76.4K 0.18% 31
2025
Q1 		$196K Buy
349
+1
+0.3% +$591 0.13% 34
2024
Q4 		$205K Buy
348
+29
+9% +$17.2K 0.13% 33
2024
Q3 		$184K Buy
319
+27
+9% +$15K 0.13% 32
2024
Q2 		$160K Hold
292
– – 0.11% 37
2024
Q1 		$153K Sell
292
-58
-17% -$29K 0.11% 39
2023
Q4 		$167K Buy
+350
New +$157K 0.13% 37

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Clarity Asset Management's IVV Position: Q2 2026 in Review

Clarity Asset Management sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 89 shares — an estimated $58.1K sold.

Clarity Asset Management first reported a position in IVV in Q4 2023 and held it in 10 quarters. The position peaked at $299K in Q2 2025. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Clarity Asset Management reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 89 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $58.1K.
  • Clarity Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and held it in 10 quarters.
  • Clarity Asset Management's iShares Core S&P 500 ETF position peaked at $299K in Q2 2025.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.